Join us on Wednesday, November 6, 2024 for an exclusive webinar hosted by UI Charitable Advisors and XY Planning Network.
Are you wondering how Donor-Advised Funds (DAFs) can enhance your investment strategy? This webinar will explore the advantages of integrating DAF’s into your investment strategy.
In this live event, you will learn:
DAF Details: Gain insights into what Donor-Advised Funds are and how they function.
Benefits of DAFs: Explore the advantages of incorporating DAFs into your investment advice and client portfolios.
Philanthropic Alignment: Discover how DAFs can align financial objectives with philanthropic goals.
Strategic Integration: Learn practical ways to integrate DAFs into your business model to enhance client engagement and satisfaction.
Webinar Details:
Topic: What is a Donor-Advised Fund? The Benefits of Incorporating DAFs into your Investment Advice
Date: Wednesday, November 6, 2024
Time: 10:00 am PT/ 11:00 am MT/ 12:00 pm CT/ 1:00 pm ET
Don’t miss this opportunity to expand your knowledge on DAFs and their role in modern investment advice.
Meet the Speaker
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
REGISTER NOW to secure your spot in this must-attend event.
